Weekly Report Template
A Friday review is only useful if you do it the same way every time. This guide builds a standardized report — wins, misses, patterns, action items, next-week priorities — that Claude fills from your real data each week. Same structure, so trends jump out over weeks and months.
Before & After
You run a used car lot. Friday afternoon you think, "I should look at how the week went." You glance at a few numbers, remember one deal that fell through, and mentally note you need more SUV inventory. Monday morning you've forgotten half of it. Three months later you can't tell if this quarter was better or worse than the last one.
No structure means no memory. Every review starts from scratch.
Same lot. Friday at 4 PM you say "weekly report" and Claude pulls data from your sheet: 6 cars sold (up from 4 last week), 2 deals stalled in finance, test drives are up 30%. Wins, misses, patterns, action items — all filled in. You spend 10 minutes reviewing, not 10 minutes remembering.
Four weeks in, you can see the trend line. That's when it gets powerful.
What You Need
- Claude Desktop — connected to your data (sheet, calendar, or email via MCP)
- Some data to review — at least one week of tracking in your Two-Tab sheet, calendar, or wherever you log activity
- 15 minutes — to define your sections, map your data sources, and run the first report
Define Your Report Sections
Open Claude Desktop and tell it what you want in your weekly review. Start with this framework and adjust:
• This Week's Wins — what went well
• Misses — what didn't go as planned
• Patterns — recurring themes I should pay attention to
• Action Items — specific things to do based on this review
• Next Week Priorities — my top 3-5 focus areas
I run a [your business type]. Tailor the sections to what matters in my business."
You can add sections like "Pipeline" or "Cash Position" or remove ones that don't fit. This is your report — make it useful.
Set What Data Claude Should Pull
Map each section to a data source so Claude knows where to look:
• Wins: Outbound tab — jobs completed this week
• Misses: Outbound tab — jobs that slipped past their due date
• Patterns: Inbound tab — what kinds of leads came in, any trends
• Action Items: Generate from the wins and misses
• Next Week Priorities: Outbound tab — what's due next week"
If you also track data in your calendar or email, tell Claude. The more sources it can pull from, the more complete the picture.
Add Trend Tracking
This is what makes a weekly template powerful over time. Tell Claude to compare this week to last week:
Claude Saves the Template
The template is now a file Claude references every Friday. Same format, every time. Trends become obvious because the structure never changes.
Run the First Review
Don't wait until Friday. Run it now with whatever data you have:
Sample output:
Wins: 6 cars sold (first week tracking). Henderson deal closed — been in the pipeline 3 weeks.
Misses: 2 deals stalled in finance. The blue Camry sat on the lot another week with no interest.
Patterns: SUV inquiries are up — 4 of 6 test drives this week were SUVs.
Action Items: Source 2 more SUVs. Follow up on stalled finance deals Monday AM.
Next Week: Push the Camry (price drop?), prep for weekend traffic, call the Henderson referral.
Review the output. Does it cover what matters? Adjust sections or data sources until it feels right. This is your report — make it useful.
What You've Built
- A standardized weekly report Claude fills from your real data
- Week-over-week trend tracking that gets more valuable every Friday
- A review habit that takes 10 minutes instead of 30
- A written record you can flip back through when planning next quarter
- Action items that come from data, not memory
Most business owners fly blind between annual reviews. A weekly template gives you 52 data points a year instead of 1. You'll catch problems at week 3, not month 9.
What's Next?
Want your weekly template built and tuned for your business?
Book a Starter Session (90 min)Or do it yourself — everything on this page is free.
Skill: Weekly Report Template
What this is for: Walk a small business owner through building a standardized weekly report format for their Friday review. The template covers wins, misses, patterns, action items, and next-week priorities. Claude fills it from real data each week. The consistent structure makes trends visible over weeks and months — you can flip back and see exactly when things started improving or sliding.
When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL.